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1. cik+(OP)[view] [source] 2026-02-03 06:45:51
We're witnessing a bailout and downloading of costs, at scale. Whether or not one buys into whatever the vision of these companies are - it's clear, there's interdealing.

Tesla theoretically now owns a chunk of xAI... whose valuation will no doubt increase due to the internalized SpaceX acquisition. Append to this a future IPO, as discussed in the artice, presumably an eventual premium of 20-50% (reasonable, 14% purely for the ibankers when this will happen)... yields to an interesting bailout situation.

To me, the real question is why. The $2B from Tesla can't possibly move the needle for any party involved in this transaction. If this were to be work 50x as opposed to a potential 50% upside (hell, make it 2x for argument's sake) it still doesn't compute. So what's the actual reason.

replies(1): >>flower+51
2. flower+51[view] [source] 2026-02-03 06:54:58
>>cik+(OP)
I don't know, but it could be long term vs short term capital injection.
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